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| Provider | Service type | Compensation |
|---|---|---|
SLUPIK AND ASSOCIATES, LTD2+ years Filed as: SLUPIK & ASSOCIATES, LTD Service code 99 · EIN 36-3299518 | Other Fees | $7,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,346 | $57,921+5.9% | $84,753-27.6% | $57,658+6.4% |
| Participation rate | 64.3% | 72.9%-8.6pp | 76.6%-12.3pp | 70.2%-5.9pp |
| Annual return | 8.92% | 10.24%-1.3pp | 22.78%-13.9pp | 5.13%+3.8pp |
| Employer contribution / active EE | $737 | $2,598-71.6% | $3,574-79.4% | $1,974-62.6% |
| Participant deferral / active EE | $3,116 | $2,742+13.6% | $3,712-16.1% | $3,061+1.8% |
| Admin fee / account holder | $9 | $130-93.3% | $5,333-99.8% | $95-90.8% |